#USA #Creative Planning #North Bethesda, Maryland #Investment Advisors #Burt Wealth Advisors

Creative Planning Expands Its Reach with Burt Wealth Advisors Acquisition

Creative Planning, a leading registered investment advisory firm in the U.S., has announced the acquisition of Burt Wealth Advisors, a well-established firm based in North Bethesda, Maryland. This strategic move not only strengthens Creative Planning's position in the financial advisory industry but also adds an impressive $1 billion in assets under management (AUM), showcasing their growth trajectory in the recent market landscape.

About the Acquisition

The announcement, made on December 2, 2025, highlights how this merger aligns with Creative Planning's goal to provide enhanced financial planning services. Peter Mallouk, the President and CEO of Creative Planning, expressed enthusiasm for the addition of Burt Wealth, praising their three decades of dedication and professionalism. Mallouk noted, "Their commitment to putting clients first aligns perfectly with our values and vision for the future."

Burt Wealth Advisors has been serving the North Bethesda community since 1985, offering tailored financial planning services to its clients. Their expertise encompasses tax reduction strategies, education funding, estate planning, business financial advisory, and retirement planning. This merger allows Burt Wealth to maintain its personalized service approach while providing clients access to the comprehensive suite of services offered by Creative Planning.

Fred Cornelius, President of Burt Wealth, along with Executive Vice President Maria Cornelius, emphasized the benefits of joining forces, stating, "Joining Creative Planning gives our clients access to its full suite of services while preserving the personal touch that has defined Burt Wealth since its inception."

Strategic Growth

The acquisition of Burt Wealth marks Creative Planning's 15th acquisition in just two years, underscoring the firm's aggressive expansion strategy. The merger not only strengthens their client base and service offerings but also enhances their market position amid increasing competition in the financial services industry. Gorman Jones acted as the exclusive financial advisor to Burt Wealth for this acquisition.

As of September 30, 2025, Creative Planning and its affiliates managed over $390 billion in assets across 50 states and 90 countries, with a commitment to a planning-led investment management approach that strives to prioritize client needs.

This acquisition exemplifies a growing trend in the financial advisory sector where firms are merging to offer more extensive services and tap into new market segments. The integration of Burt Wealth's established reputation with Creative Planning's robust resources is anticipated to create a stronger entity capable of better meeting the diverse needs of clients in today's financial landscape.

Looking Ahead

Both firms share a philosophy grounded in bolstering long-term client relationships while fostering a collaborative environment for their advisors. As they integrate their services, the focus remains on doing what is right for their clients and working towards mutual goals that benefit all stakeholders involved.

In conclusion, the acquisition of Burt Wealth Advisors by Creative Planning is a testament to the dynamic nature of the financial advisory industry and the importance of adapting to client needs through strategic growth initiatives. It reflects a commitment to enhancing service capabilities and sustaining personalized care which is crucial in the realm of wealth management.

For more information about Creative Planning and their comprehensive financial services, visit www.creativeplanning.com.